Invoicing and Pay Advice creation require a lot of moving parts to be set up correctly before things work smoothly. Here is a list of some of the problems people have experienced, some causes and solutions:
Invoice Problem | Cause | Solution |
| Booking expected to appear on invoice does not | Booking has zero charge (you can check this by visiting the client tab of full details booking form) | Correct the tariffs so the booking has a charge |
| Generate Invoices option not available on organisation context menu | No next invoice number set up | Put a value ending with a numeric character in the Next Invoice Ref field of the organisation or one of its ancestors to which you have access |
Pay Advice Problem | Cause | Solution |
| Booking expected to appear on pay advice does not | Booking has zero cost (you can check this by visiting the carers tab of full details booking form) | Correct the tariffs so the booking has a cost |
| Generate Invoices option not available on organisation context menu | No pay advice number set up | Put a value ending with a numeric character in the Next Pay Advice Ref field of the organisation or one of its ancestors to which you have access |